American Funds 2050 Target Date Retirement Fund®

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American Funds 2050 Trgt Date Retire R6 (RFITX)
Type
Open-end mutual fund
Military weapon grade: Fund is invested in military contractors above the threshold of 4%. Assigned a grade of F.
How we track weapon investments
F
$1.42 BILLION
Military weapons
58
military weapon stocks found
5.1%
of assets flagged
Data as of 31 Dec 2023
Military weapons
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
58
holdings
$1.42B
invested
5.1%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
31
holdings
$1.13B
invested
4.05%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
12
holdings
$522.61M
invested
1.87%
of portfolio
Military weapon companies
58 holdings
58 holdings
  • 1.  General Electric Co
    Nuclear weapons
    $227.27M
    0.81%
  • 2.  RTX Corp
    Nuclear weapons
    $182.7M
    0.65%
  • 3.  TransDigm Group Inc
    Controversial weapons
    $167.23M
    0.6%
  • 4.  Airbus SE
    Nuclear weapons
    $119.78M
    0.43%
  • 5.  Boeing Co
    Nuclear weaponsControversial weapons
    $103.61M
    0.37%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

American Funds 2050 Target Date Retirement Fund® earns an F grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on RFITX at Morningstar.com
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds/Capital Group
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.6% less in annualized returns
More invested in military weapons 
2.01% more invested
More invested in major military contractors 
2.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.67% more invested
More invested in manufacturers of controversial weapons 
0.8% more invested
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds/Capital Group
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.6% less in annualized returns
More invested in military weapons 
2.01% more invested
More invested in major military contractors 
2.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.67% more invested
More invested in manufacturers of controversial weapons 
0.8% more invested
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds/Capital Group
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-3.6% less in annualized returns
More invested in military weapons 
2.01% more invested
More invested in major military contractors 
2.01% more invested
More invested in manufacturers/servicers of nuclear weapons 
1.67% more invested
More invested in manufacturers of controversial weapons 
0.8% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
RFITX - American Funds 2050 Target Date Retirement Fund®
22%
5.64%
10%
9.06%
5.1% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
3.09% 
Fund compared to benchmark
 
-8.34%
-6.24%
-4.34%
-3.6%
2.01%  higher
Find more financial data on RFITX at Morningstar.com
What's next?
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Action toolkit
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